Profit Sharing · DOL Form 5500 · 2022
Moon Valley Pool & Spa Maintenance Inc. Profit Sharing Plan
Data updated 2026-08-25
- $541K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $135,155
- Avg per participant Near avg balance/head
Official DOL plan name: Moon Valley Pool & Spa Maintenance Inc. Retirement Plan · Sponsored by Moon Valley Pool & Spa Maintenance Inc. · Arizona · Other Services
$541K in assets, 4 participants
Moon Valley Pool & Spa Maintenance Inc.'s Moon Valley Pool & Spa Maintenance Inc. Retirement Plan reported $541K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 19th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,355 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Moon Valley Pool & Spa Maintenance Inc. Retirement Plan ranks #3,355 of 8,398 2022 filers by assets (3712% of the sector average)-$541K for 4 participants.
- #3,355
- in Other Services (8,398 peers)
- -55.1%
- assets change YoY
The plan reported a net loss of $663K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan among the smaller filed plans by assets
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$540,620 19th percentile higher than 19% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moon Valley Pool & Spa Maintenance Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 465395530 · Moon Valley Pool & Spa Maintenance Inc. PY 2022 · Profit Sharing
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan · $541K · 4 · 19th
- TYPE $541K
- NET 4
- BOOK 19th
- VS-ST Profit Sharing
- BOY near Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust
- SCH ind #3355
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Arizona →
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $541K |
| Net Income | -$663K |
| Employer EIN | 465395530 |
| Plan Effective Date | 2014-04-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moon Valley Pool & Spa Maintenance Inc.)
Sponsor-wide plan assets over time
All Moon Valley Pool & Spa Maintenance Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $329K 39.2216344197403% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $541K |
| 2023 | 1 | 3 | $742K |
| 2024 | 1 | 2 | $329K |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust in GA ($541K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($541K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Arz Education Retirement Plan (CA) 4 · 0 off
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Herms Lumber Sales, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Reed & Reed Profit Sharing Plan (TX) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.